Mighty Oak Management LLC

Mighty Oak Management LLC (CRD# 127645) is a financial advisory firm headquartered in Easton, CT. They manage $5,000,000 in 30 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $166,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NM

Financial Advisors at Mighty Oak Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
James A. Mitchell
CRD#: 336921
Easton, CT
93
Wealthminder
score

James Mitchell (CRD# 336921) is an Investment Advisor Representative working at Mighty Oak Management LLC in Easton, CT and has over 30 years of experience in the finance industry.

2
Stephen J. Landa
CRD#: 2172148
Easton, CT
46
Wealthminder
score

Stephen Landa (CRD# 2172148) is an Investment Advisor Representative working at Mighty Oak Management LLC in Easton, CT and has over 25 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.